Learn how to manually mark your invoices as paid and stay on top of your earnings. Once your invoice has been paid by your client through any of the payment methods you’ve provided them, you will need to mark that invoice as paid manually in order to keep an updated record of your invoices and payments.
There are a few ways to mark an invoice as paid on the Invoices page and ensure you keep track of your cash flow. The status of the invoice can be updated as long as the invoice has not already been marked as “Paid”. Once the invoice has been marked as paid, you will not be able to undo this action.
Payments can be recorded either from the invoices page or through the project’s invoices tab. If you are on the invoices page and want to mark an invoice as paid, you can do so from multiple areas on the page. All the options will open up a record payment screen for you to add details like the date of payment and payment method.
Ways to record a payment:
Select the + sign under the paid date column
Click on the invoice status and select "Mark as Paid"
Open the ellipse next to the price of your invoice
As mentioned, any of these options will open up the “mark as paid” screen for the invoice. Fill in the date the invoice was paid, the payment method, and any notes you'd like to include. Once you've entered all the information, select record payment and you are all set. Remember that this action cannot be undone, so make sure to double-check all of the information before recording the payment.
After recording your payment, your invoice status will change to “Paid” on the Invoices page. You can always come back to the invoice later and check on when it was paid and through what methods by opening the ellipses menu and clicking on view payment.
If you want to mark your invoices as paid directly through the project’s invoices tab rather than on the invoices page, the steps to follow will be similar to the steps above. First, you’ll need to head over to your project and click on the invoices tab at the top of the page. After that, simply mark your invoices as paid by following the steps above.
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